The Elite Financial Advisor Podcast With Sten Morgan

If you want a successful planning business, you must have these five spots filled. Lead advisor Secondary advisor Admin/customer support   Director of planning Director of operations After you build out those positions, you can add more. How do these positions complement each other and work together to help you build a thriving planning practice? We explain that in today's episode. 

You will never become the Elite Advisor that you can become without a team. In past episodes, we discussed identifying your superpowers ( 20 , 25 , and 26 ) so that you can build a team around them, but once you have a team, you need to care for and develop them. In today's episode, we dive deep into how appreciation helps your business and your team reach their potential. Ways to show appreci...

Progress happens when you apply proven systems and habits. That's what today's episode is all about. We discuss seven different ways you can increase your planning and consulting revenue.   11/22/22 - Free Training - How To Add 50K In Planning Revenue Click here to register January 2023 - How To Charge LIVE - Our live event where you'll learn our system for financial planning and consu...

Free training - StenMorgan.com/50k January event - StenMorgan.com/HowToLive   $400 discount coupon code if you register before Thanksgiving: freehotel   We want you to be the first to know about a free training that Sten and I are offering twice on November 22nd called How To Add 50K In Planning Revenue. To register, go to StenMorgan.com/50k . Sten has generated over 1.7M in planning fees and will...

What's the recipe for more confidence? In this episode, we give specific examples of things you can do to grow your confidence and things you have to avoid if you want to protect your confidence. If you want to grow in your confidence in charging for your advice then you need to attend our How To Charge LIVE event in January at our offices outside Nashville, Tennessee. You can learn more at St...

How important is confidence if you want to be successful in this industry? Why do some people have more than others? Can you be too confident? How do you measure your confidence level? Check out our YouTube channel for the bonus video where we answer the five questions posed at the end of today's episode. StenMorgan.com/YouTube   If you want to grow in your confidence in getting paid for your...

80% of 2022 is over, so it makes sense that we would look forward to things we want to be different in 2023. One area we have a tremendous amount of control over is our health. But there’s more to health than carrots and running shoes. Health is spiritual. Health is who we spend our time with, and health is how we see the world. In this episode, we get practical and discuss what we can do today to...

How do you accelerate your learning and take actions that grow your business instead of wandering from podcast to podcast or online program to online program? In this episode, Sten and I discuss the elite path of learning and why we believe it includes you attending our live event, How To Charge For Your Advice LIVE, in January of 2023. If you’d like to be the first to know when we open registrati...

In this special episode, Sten and Andy share a conversation they had with one of the members of the Elite Advisor Network about his struggles getting clients to accept planning proposals. This member has been doing paid planning, and his team is growing as a result. What’s wrong with his process? Is he not showing the value of his advice? Is he taking too long to give value during meetings? Is he...

In this episode,  Sten and Andy will give you seven practical things you can do to improve how you answer the question, "What do you do?". You can also create several answers to use in different situations  by visiting this link  or  StenMorgan.com/WhatDoYouDo   Watch on YouTube

In this episode, we'll hear from Sten about the state of Sten's company, Legacy Investment Planning. If you’re an advisor who has a team or aspires to grow your team, this conversation will be helpful to you. www.stenmorgan.com/31   Watch on YouTube

As a financial advisor, you are in a unique position. You likely started in the business by working for a large company, but you felt like a sole proprietor many days. Whether you stayed with a larger company or eventually left and started your own RIA, the reality of being a business owner never disappears. Here's the truth: You're a business owner when you're in this business. So, wh...

It's common knowledge that when an advisor switches companies, their third or fourth move is where they land and ultimately stay the longest. But why do advisors leave their company? And how do you land in a place where things are better than before? In this episode, we talk with an Elite Advisor Network member about his experience in the industry and how his parent's debt fueled his desir...

In this episode, we are celebrating the milestone of reaching our 10,000th download by hearing from advisors like you. You will hear from four podcast listeners who have been interacting with Sten and his teachings, some for just a few months and others since the beginning of Elite Advisor Network at the start of 2021. Two years ago, our company, the Elite Advisor Network, was founded with a missi...

Every week we talk to advisors like you that want to improve their meetings with clients. Meetings are where you build the relationship with your client, where you show them what you know, where you learn what they need, and where you work together to achieve their goals. In this episode, we’ll give you a step-by-step guide on effective first meetings with your prospects. In episode #14, we discus...

In part one of How to use your advisor superpower, we identified what they are and why they’re so important if you want to become an elite advisor. In this episode, you’ll learn how to develop your superpower and why WHO you hire is the key to maximizing your strength. That concludes our discussion on Advisor Superpowers. We’d love to know what’s your superpower and what you do to develop and use...

If you’re like most people, you appreciate a good superhero movie. They’re inspiring because they usually show someone that looks and talks like us but also has something more. They have a superpower. They’re relatable, but they’re also unique. As an advisor, you, too, should have a superpower. This isn’t niching down; it’s a skill that you are known for and then builds a team around to make it ev...

Have you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything. But when it comes to financial advisors, the industry usually doesn’t teach you how to keep score and what they tell you to measure isn’t an accurate way of knowing if you’re winning or not. So, in this episode,...

Welcome to Becoming an Elite Financial Advisor with Sten Morgan, where we help financial professionals like you recognize and reach your potential faster. Whether you’ve been in the business for a few years or a few decades, you’re listening to this show because you want to improve. Today’s guest is a great example of someone who has a healthy impatience that has helped them achieve some great res...

There’s a common theme among the elite advisors Sten and Andy work with. Their administrator is also elite. Their admin and other support team members have characteristics that help the company grow because they balance the skills of their advisor. In this episode, you’ll learn three aspects of a proactive administrator. If your admin is great at these things, count your blessings and ensure they’...

Since you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not paying attention to an area of your life that needs attention, your mental health. In this episode, Sten shares his ongoing path to better mental health and gives you simple questions to ask yourself to help uncover areas you can improve on your journey. Listen as we talk about w...

Our culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply can’t do. Beyond the Marvel Universe, what if you had a superpower? And what if that superpower was the key to you becoming an elite advisor? In this episode, Sten and Andy share seven advisor superpowers and how you can utilize yours to become an elite advisor. stenmorgan.com/20

In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and support staff. One of Wes’ superpowers is in how he explains what he does in such a way that ideal clients are drawn to work with him. We...

Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who haven’t started charging. How do you keep a paid planning client happy throughout the year? In this episode, Sten will answer that question with several practical things you can do to get paid planning clients and keep them happy throughout the year, all the...

The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your work on their behalf? Is there any way to avoid getting those calls? Is there a way to be known for more than just moving money around inside the market? In this episode, Sten shares four ideas on how to provide value when the market does not. stenmorgan.com/17